Ayling Financial Wellbeing

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Reviews

1. Anna C ★★★★★

   We’ve just had our financial review with Bruce and we are delighted that the decisions made last time seem to have been very good ones. Meetings with Bruce, either face to face or online, are pleasant, easy, clear, efficient and productive. He gets on does things promptly and we wouldn’t hesitate to recommend him.

   almost 2 months ago
2. Hayley Hall ★★★★★

   We were first put in contact with Bruce last year as we needed fresh advice regarding our pensions. We particularly wanted to review my husband’s pensions with a view to amalgamating his 4 separate pensions into one. Bruce came out to see us in our home which was so much easier for us both. He did a great job of explaining our choices & support us in putting my husband’s pensions into one fund. This will make it so much easier to manage going forward. Bruce contacted us again this year to arrange an update appointment on the progress of the pension & is always happy to answer any questions going forward. I can thoroughly recommend him to anyone looking for clear pensions advice.

   almost 2 months ago
3. Chris Morrison ★★★★★

   Bruce knows his stuff and really helped us out in planning for our future. He uses clever software to plan out numerous scenarios and talks through what they mean clearly. He took away financial stress that we'd been experiencing for years by showing us what we had and how to maximise it. Highly recommended.

   almost 2 months ago

1. Rob Lewis ★★★★★

   Bruce visited us this week and provided a comprehensive overview of our financial position along with detailed advice on how to maintain and improve it. It was a pleasure to talk with a real expert who helped set our minds at rest in these current turbulent times.

   almost 3 months ago
2. Florence Guthrie ★★★★★

   Our yearly meetings with Bruce are always practical and helpfull. He is able to explain in simple terms some complicated financial matters and make everything clear and trustworthy. I strongly recommend as Bruce truly has your interest at heart.

   almost 4 months ago
3. Nikki Parr ★★★★★

   Bruce was fantastic! So easy to talk to, listened to our complex scenario and gave us some excellent advice. I trust him implicitly and will be continuing to use his service. Thoroughly recommend!

   almost 2 years ago

1. michelle cowles ★★★★★

   I can highly recommend Bruce Ayling at St James for sound financial and investment advice. He explained clearly how my money could be invested, offering personal , thoughtful advice tailored to my situation and needs. He uses several visual aids to support his advice which show potential growth over a number of years . These can also be used to view or edit any future changes in circumstances easily. Overall I felt confidant in choosing him to support my finances.

   almost 3 years ago
2. Melanie Salter ★★★★★

   It's such a relief to have our finances well cared for, and so reassuring to know that Bruce is there if we have queries in the future! My husband and I did not have a clear view of our finances and needed to get life insurance. Bruce found us a great joint life insurance product and made us really think about what would need to be in place if either of us died. I found the SJP app showing our net worth for the next 50+ years particularly helpful in understanding where we are with pension planning. He also moved sorted out our various pensions and made sure they were in the best place. We've had a full financial MOT and I have peace of mind which is wonderful! I know that Bruce has got the knowledge and experience to look after our financial health. He's also a delight to work with. I highly recommend Ayling Financial Wellbeing.

   almost 3 years ago
3. Ade Ojo ★★★★★

   I had money saved in my bank account and thought there could be smarter ways to invest my money instead of just lying fallow in the bank. Bruce was recommended by my accountant and I had a call with him explaining my circumstances and he came up with a financial plan that was suited for me. He was very helpful in explaining the details and professional all the way. I couldn’t have asked for more.

   almost 3 years ago

1. Simon Davies ★★★★★

   I am in my early 50's with a range of pension/financial products that needed appraising and consolidating. I also needed someone I felt confident in to keep me on a sensible path going forward. Bruce looked into all the pensions and other items I had not really paid attention to and worked out a clear and well thought plan for simplifying everything. He also identified some specific actions for me that produced an immediate impact in terms of tax benefits and cash rebates.

   almost 3 years ago

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